Institutional-Global Growth Equity Segregated Portfolio Strategy

Information:

Fee Calculation:

1.25% (ex V.A.T.) p.a. calculated on a monthly basis. No performance fees. (Management and outperformance fees are negotiable.)

Benchmark:

MSCI-ACWI Growth

Inception Date:

01 January 2020

Portfolio Description and Investor Suitability:

The portfolio looks for companies with large growth in sales or profit. Holdings are concentrated between 5-20, to achieve high, total portfolio growth. This portfolio is suitable for institutional investors who would like to have their funds permanently invested in equities throughout the full business cycle. If the institutional investor would like their wealth protected before recession, this will have to be discussed with the investment manager.

 

Institutional-Global Growth Equity Segregated Portfolio Strategy Fact Sheet